+66.5%
KKR vs WCN
+24.9%
+41.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -6.2% | -3.1% | -3.1% | -4.7% |
| 30D | -8.9% | -3.4% | -5.5% | -7.2% |
| 3M | +6.3% | +3.0% | +3.3% | +4.1% |
| 6M | +16.5% | -3.8% | +20.2% | +17.7% |
| YTD | -20.3% | -8.3% | -11.9% | -17.3% |
| 1Y | -29.8% | -9.7% | -20.0% | -26.6% |
| 3Y | +63.2% | +17.2% | +46.0% | +41.1% |
| All | +66.5% | +24.9% | +41.5% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WCN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling